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Courtney P

Series 66

Petal, MS

Edward Jones

Courtney Payton is a financial advisor with Edward Jones in Petal, MS, holding a Series 66 designation and six years of industry experience. Payton has worked at Edward Jones since 2020 and previously was employed at Antonelli College from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Paul R

Series 63, Series 65

Hattiesburg, MS

OSAIC

Paul Roller is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Simplified Wealth Management. Outside of his advisory role, he is president of LIFE RELOADED, LLC, where he instructs firearms safety and teaches the National Rifle Association's Basic Pistol Course. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes tools such as asset-allocation software and automated rebalancing.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kelsey M

Series 66

Hattiesburg, MS

Raymond James Financial

Kelsey Mc Carty is a Series 66-licensed financial advisor at Raymond James Financial with four years of industry experience. Before joining Raymond James, she held roles with the US House of Representatives and the University of Mississippi. Outside of her advisory work, she owns Cheers Studio by Kelsey, an Etsy-based business that offers invitation designs and gift items, and serves as a director on the YANKY 72 Memorial Committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory and employer SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Harrison P

Series 66

Richton, MS

Edward Jones

Harrison Pitts is a financial advisor with Edward Jones in Lucedale, MS, holding a Series 66 designation and eight years of industry experience. His prior work includes positions at Southern Mississippi Federal Credit Union and New Augusta Auto Parts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and other affiliated financial services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Daphne K

Series 66

Hattiesburg, MS

Edward Jones

Daphne Kirkland is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Walgreen Company for 19 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Educators, Teachers, and Academics Doctor or Medical Professional Founder/Business Owner
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Samuel L

CFP®, Series 63, Series 65

Hattiesburg, MS

Raymond James Financial

Samuel Leslie III is a CFP® professional affiliated with Raymond James Financial and has 37 years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial for 14 years and has been associated with Trustmark Bank since 1991. He also volunteers with a local grant committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advisory services supported by advanced analytical tools.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert R

Series 66

Hattiesburg, MS

Wells Fargo Advisors

Robert Riley is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Wells Fargo Clearing. Outside of his advisory work, he is involved in construction and fencing businesses in Hattiesburg, MS. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and client letters.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert G

Series 66

Hattiesburg, MS

Edward Jones

Robert Goss Jr. is a financial advisor at Edward Jones in Hattiesburg, MS, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Black Hills Corporation for one year. He serves as the Finance Committee Chair and mentor for the local Delta Tau Delta fraternity chapter at the University of Southern Mississippi. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Christy H

Series 66

Petal, MS

Edward Jones

Christy Hinnant is a Series 66 credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including three years at Petal School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kayla N

Series 66

Hattiesburg, MS

Cetera

Kayla Norris is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. Her prior work includes positions at LPL Financial, Transit Energy Group, and Ramco, Inc. She serves as a trustee for the Robert and Melissa Morgan Living Trust. Cetera Investment Advisers LLC provides a multi-manager platform to a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James S

Series 63, Series 65

Hattiesburg, MS

LPL Financial

James Steen is a financial advisor with LPL Financial in Hattiesburg, Mississippi, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked with LPL Financial since 2004. Outside of his advisory role, he is associated with Steen Investment Group, Inc. and is involved with Wholesteen Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jill W

Series 63, Series 65

Hattiesburg, MS

LPL Financial

Jill Wiest is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Financial, she worked at Charter Financial and Valic Financial Advisors. Outside of her advisory work, she has experience working at Sacred Heart Catholic School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting investment strategies through model portfolios, subadvisors, and customized approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gary T

Series 63, Series 66

Hattiesburg, MS

Cambridge Investment Research Advisors

Gary Teston is a financial advisor with Cambridge Investment Research Advisors in Hattiesburg, Mississippi, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and with Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, he serves as a team captain for Kokomo Q, a non-investment-related activity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a broad range of financial planning and investment management services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stacey C

Series 66

Hattiesburg, MS

LPL Financial

Stacey Clark is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2026, she worked at Edward Jones for four years and spent seven years at Sanderson Farms. Clark holds a Series 66 designation and is active in alumni and community organizations, serving as President of the William Carey Alumni Council, President of the Mississippi Gulf Coast Community College Alumni Office, and a board member of the Picayune Senior Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm provides a variety of advisory platforms and incorporates technology tools to support investment strategies across discretionary and non-discretionary accounts.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Real estate investing Wealth management Founder/Business Owner
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Clinton R

Series 63, Series 65

Hattiesburg, MS

Primerica Advisors

Clinton Richards is a financial advisor with Primerica Advisors in Hattiesburg, MS, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Longleaf Plantation, PFSI Investment Inc., and Primerica Financial Services. Richards is also the owner of Richards Consulting Services LLC, a non-investment-related business based in Hattiesburg. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies overseen by external asset managers. The firm supports a large network of advisors and offers diversified portfolio options with custody and trade execution provided by Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kent O

Series 66

Hattiesburg, MS

Raymond James Financial

Kent Oliver is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at Owens & Minor for seven years. In addition to his advisory role, he is involved with Raanes & Oliver Capital Advisors, LLC, contributing to marketing and asset growth initiatives. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and supports both advisory programs and institutional consulting across a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Todd V

Series 63, Series 66

Hattiesburg, MS

LPL Financial

Todd Vanderbrook is a financial advisor with LPL Financial in Hattiesburg, MS, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Cadence Bank, BancorpSouth Wealth Management, infinex Investments, Inc., and BancorpSouth Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on integrating research tools and diverse investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael D

Series 63, Series 66

Hattiesburg, MS

Wells Fargo Advisors

Michael Darby is a financial advisor with Wells Fargo Advisors in Hattiesburg, MS, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His previous roles include positions at LPL Financial, Wells Fargo Clearing, and Investment Professionals, Inc. Outside of his advisory work, he is involved with RDW Ventures LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. Advisors at the firm develop tailored recommendations using proprietary research and planning tools, delivering these through meetings and written summaries, with implementation options available through various brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Wayne D

Series 63, Series 65

Hattiesburg, MS

Morgan Stanley

Wayne Dawson Jr. is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is a musician and owner of the Madewood Band in Hattiesburg, MS. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

General estate planning guidance
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Kenneth B

Series 66

Hattiesburg, MS

Ameriprise

Kenneth Burden is a Series 66-licensed financial advisor with Ameriprise in Hattiesburg, MS, where he has worked since 2023. He has two years of industry experience and previously worked in educational roles at Mississippi State University, Holmes Community College, and Central Holmes Christian School. Burden is also employed as an office administrator with Miller Enterprise of Hattiesburg, LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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